Kingsland Bland is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. He serves as co-trustee and holds power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research and analytics with a broad range of brokerage and advisory solutions.

Ryan Reeves Sr. is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. He has worked at South State Bank and LPL Financial since 2014 and held prior positions with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. In addition to his advisory role, he is involved with South State Investment Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

Thomas Smythe is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Robert W. Baird & Co., joining the firm in 2025 after 12 years at Mass Mutual Investors Services and Massachusetts Life Insurance Co. Smythe serves as treasurer for a nonprofit organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and alternative investment strategies.

Jack Pelt is a financial advisor at Charles Schwab in Mt. Pleasant, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at Greystar for three years and PricewaterhouseCoopers for two years. He also has a long-standing role at MAP Partners LLC since 2005. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a distinctive integrated operational structure.

David Fabian Jr. is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. He has worked as a Principal Engineer at MSA Safety since 2018, where he focuses on formulation chemistry, engineering support, and environmental health and safety compliance. Prior to that, he was employed at the University of California, Irvine from 2013 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with a broad range of needs including retirement, education, risk management, and specialized planning areas.

David Aylor is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. He holds Series 63 and Series 66 designations. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brandon Wilson is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes a decade at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Bluewater Dental Advisors LLC and The Wilson Group, both investment-related ventures. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to develop client recommendations without discretionary authority.

Jackson Wood is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on planning and providing financial advice tailored to each client's needs and goals. Jackson takes time to understand what is important to clients in order to develop strategies aimed at pursuing short-, mid-, and long-term objectives. He acts as a resource for general investing, retirement planning, and saving for unexpected events. Additionally, Jackson provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Jackson holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from North Carolina State University. He is registered with NMLS ID 2437865.

Ross Evans Sr. is a financial advisor with Edward Jones in Mt Pleasant, SC, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as vice president of an alterations and window coverings business in Mt Pleasant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Paul Vannatta is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1997. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, credentials awarded by recognized industry boards. Paul graduated from Penn State University with a B.S. in Finance and also studied International Business and Economics at Cologne University in Germany. Paul focuses on various client areas including education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with his team and other trusted advisors to develop customized wealth management plans that take into account clients’ financial needs and objectives. Outside of his professional work, Paul enjoys biking, boating, football, ice hockey, running, soccer, and volleyball. He resides with his family in Sullivan's Island, South Carolina.

James Obrien is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, providing detailed, model-based recommendations on income, Social Security, and tax strategies. The firm combines advisory, brokerage, and insurance solutions with an emphasis on managed accounts and algorithmic support in retirement income planning.

David Magner is a financial advisor with Edward Jones in Charleston, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked at Stericycle for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Thomson is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Disharoon is a financial advisor with Edward Jones in Mount Pleasant, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018, following a six-year tenure at Raycom Media. Outside of his advisory role, he is involved as a member and organizer of an LLC called Tree Top Cottage in Cashiers, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cheri Greene is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Edward Jones, where she has worked since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Nicole Dubin is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and eight years of industry experience. She has worked with Wells Fargo Clearing for 18 years before joining Wells Fargo Advisors in 2023. Additionally, she is a commissioned notary public in Tucson, Arizona. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Jennifer Kline is a financial advisor with Equitable Advisors in North Charleston, SC. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, her work experience includes positions in the hospitality and service industries, including Patriots Point Links and Hooters. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Nicole Kitzerow is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services, LLC since 2019, following her tenure at Wells Fargo Bank NA and Bath and Body Works. Outside of her advisory role, she co-owns a rental property in Summerville, South Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lushen Evans is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters, including general investing, retirement planning, and saving for unexpected events. Evans holds a Bachelor's Degree from the College of Charleston and a Master of Business Administration (MBA) from The Citadel. He is also a Personal Investment Advisor (PIA). His approach emphasizes understanding what is important to clients and their families to create effective financial strategies. He collaborates with clients to address their concerns and questions, offering ongoing advice as their needs evolve.